Fifty years ago, retirement was simple. Today, it's anything but.

In this episode, we unpack why modern retirement planning is more complex (and more risky) than ever before. With people living longer and financial responsibility shifting from employers to individuals, the margin for error is smaller than ever. From deciding when to take Social Security to managing your own investments without a pension, the responsibility is now on you.

We also cover key changes like required minimum distributions, Roth strategies, and rising healthcare costs, and why more retirees today fear running out of money more than anything else.

If you're approaching retirement or already there, this conversation will help you avoid common mistakes and build a strategy focused on what matters most: reliable income for life. Listen in.

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LET'S CONNECT

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